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Capital Group US Multi-Sector Income ETF

239 hedge funds and large institutions have $1.78B invested in Capital Group US Multi-Sector Income ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 155 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+20
Holders Change %
+9.13%
% of All Funds
3.25%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.18%
New
36
Increased
155
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
151
WESPAC Advisors
California
$762K +$170K +6,237 +29%
IPA
152
Investment Planning Advisors
Georgia
$748K -$62.7K -2,295 -8%
WW
153
Waterfront Wealth
Kansas
$728K +$132K +4,850 +22%
MIA
154
Milestone Investment Advisors
Wisconsin
$706K -$39K -1,430 -5%
MA
155
Mutual Advisors
Nebraska
$701K +$197K +7,241 +39%
PWA
156
Peterson Wealth Advisors
Utah
$691K -$1.67M -62,826 -71%
TWP
157
Tempus Wealth Planning
California
$667K +$147K +5,376 +28%
PWM
158
Pines Wealth Management
North Carolina
$632K -$35.3K -1,340 -5%
BCI
159
Brinker Capital Investments
Pennsylvania
$614K +$238K +8,724 +63%
OPS
160
Orion Portfolio Solutions
Nebraska
$614K +$238K +8,724 +63%
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$598K +$2.32K +85 +0.4%
ACP
162
Argyle Capital Partners
California
$598K +$598K +21,891 New
CA
163
Calton & Associates
Florida
$595K +$595K +21,782 New
KPWS
164
Kestra Private Wealth Services
Texas
$591K +$126K +4,621 +27%
CPL
165
CAP Partners LLC
Tennessee
$590K +$52.4K +1,919 +10%
WIP
166
WealthCare Investment Partners
Rhode Island
$556K -$32.8K -1,230 -6%
WAOI
167
Wealth Advisors of Iowa
Iowa
$553K +$216K +7,924 +64%
SPC
168
Sigma Planning Corp
Michigan
$529K +$99.3K +3,637 +23%
SPIA
169
Steward Partners Investment Advisory
New York
$518K +$51.4K +1,883 +11%
SCA
170
Snowden Capital Advisors
New York
$487K
FAIM
171
Financial Advocates Investment Management
Washington
$487K +$22.3K +816 +5%
MSWM
172
McGlone Suttner Wealth Management
Wisconsin
$480K +$191K +7,011 +66%
BCM
173
Brookstone Capital Management
Illinois
$478K -$63.9K -2,339 -12%
FIM
174
Freedom Investment Management
Connecticut
$466K +$21.8K +799 +5%
ACM
175
Aurdan Capital Management
Pennsylvania
$458K +$53.6K +1,965 +13%